BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.88M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$8.51M

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.23M
5
AFL icon
Aflac
AFL
+$1.18M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.97%
3 Financials 8.17%
4 Industrials 8.04%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$316K 0.02%
1,175
227
$307K 0.02%
1,272
228
$299K 0.02%
3,651
229
$296K 0.02%
4,006
230
$295K 0.02%
+2,982
231
$293K 0.02%
+1,383
232
$292K 0.02%
4,328
-312
233
$291K 0.02%
+3,510
234
$287K 0.02%
8,514
-26,720
235
$284K 0.02%
6,183
-1,431
236
$281K 0.02%
2,000
-650
237
$277K 0.02%
22,900
238
$269K 0.02%
4,146
239
$259K 0.02%
2,735
240
$259K 0.02%
+4,573
241
$258K 0.02%
4,986
242
$257K 0.02%
+3,679
243
$248K 0.02%
3,990
244
$248K 0.02%
5,314
245
$233K 0.02%
+12,056
246
$230K 0.02%
+1,500
247
$217K 0.02%
+4,200
248
$212K 0.02%
+3,915
249
$211K 0.02%
+1,412
250
$210K 0.02%
+6,000
7 8 9
10
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